Market Updates · 16 March 2026 · 7 min read Members

03/16/2026 Market Update

The volatility regime that began in October keeps working itself out. Oil is the swing factor: two weeks past the initial break it has not reset, and elevated crude eats into the real value of fiscal support.

Douglas · Market Updates

Individual & up

This one’s for Individual subscribers

Individual gets the full AppliedMMT newsletter, every market update, the dashboards, the Discord, and the complete archive. The free updates stay free.

The AppliedMMT newsletter & full market updates
The dashboard suite & the full model layer
Subscriber Discord community
Full archive of past research

Subscribe · $129/mo Get the free newsletter

Already subscribe? Sign in.

More research

Sep 16

09/16/2026 Market Update: The Fed Hiked. Here's Why It Feeds the Cycle Instead of Ending It.

Market Update Preview Fed Day delivered a hike. Heading in, this was probably the most uncertain rate decision we've had in many years — exactly Members Sep 14

Macro Update: The cycle is intact, the model is long, and for the next few weeks we are hedging it with cash

Professional Sep 7

09/07/2026 Market Update: The September Surprise — Flows Just Changed the Setup

Market Update Preview For the past four or five weeks, the drive-home point here has been sideways action: the big early-August run played out most of Members